Seasonal Tax Preparer

CLA (CliftonLarsonAllen)•Boston, MA

13d•$27 - $46

About The Position

CLA is seeking to hire an experienced Seasonal Tax Preparer to join their talented tax team. This role prepares tax returns for clients as individuals or businesses or on behalf of a trust or estate. They play a key role in helping individuals and businesses comply with tax laws and regulations, while minimizing tax liabilities and maximizing tax savings. The position offers flexibility and a collaborative work environment.

Requirements

1 year of relevant experience in tax return preparation preferred
High School Diploma or equivalent required.

Nice To Haves

Associates degree preferred.

Responsibilities

Prepare 1040 forms for individual income tax returns and files tax returns electronically or by mail.
Maintain accurate records of tax returns and related documents.
Ensure tax return compliance with tax laws and regulations, including federal, state, and local tax laws.
Calculate tax liabilities and refunds based on the information provided.
Identify and apply any available tax deductions, credits, or exemptions that may be applicable to the taxpayer's situation.
May perform detailed reviews on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance.
Maintain technical tax skills through continuing professional education, on the job training and participation in internal tax training sessions.
Perform tax research where appropriate.
Collect and organize tax-related documents, such as income statements, expense receipts, and investment records, and enter data from these documents into tax preparation software.
Communicate directly with clients to answer questions and provide guidance on tax-related matters.
Record billable time in billing system to ensure timely client billing/invoicing.